Meridian Wealth Management, LLC
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,245,574
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 830 | 3,245,574 | 13F-HR | Meridian Wealth Management, LLC |
| Q1 2026 | 5/6/2026 | 777 | 2,847,944 | 13F-HR | Meridian Wealth Management, LLC |
| Q4 2025 | 2/4/2026 | 752 | 2,841,177 | 13F-HR | Meridian Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 707 | 2,609,101 | 13F-HR | Meridian Wealth Management, LLC |
| Q2 2025 | 8/8/2025 | 670 | 2,342,085 | 13F-HR | Meridian Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
19.82 K
(0.6% of total reported value)
· QoQ Δ:
-9.202 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.884 M | 58.5% | 221.5 K | 0 | 221.5 K |
| ETFs | 1.324 M | 41.1% | 189.1 K | 0 | 189.1 K |
| Debt | 13.44 K | 0.4% | 444 | 0 | 444 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
3,245,574
Holdings
830
QoQ value change ($000)
397,630
(14.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.